Shawna McKinney Moore, RICP®, FSCP®, LUTCF®
CEO/Financial Advisor at Moore Wealth Management- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Credentials
-
Financial Services Certified Professional
The American College of Financial ServicesNov, 2020- Nov, 2024 -
Retirement Income Certified Professional
The American College of Financial ServicesSep, 2020- Nov, 2024 -
Life Underwriter Training Council Fellow (LUTCF)
The American College of Financial ServicesJan, 2012- Nov, 2024 -
Insurance Licenses - Multiple States
National Association of Insurance Commissioners (NAIC)Feb, 1999- Nov, 2024 -
Washington State Insurance License
Washington State Office of the Insurance CommissionerFeb, 1999- Nov, 2024 -
Arizona Insurance License
Arizona Department of Insurance and Financial Institutions -
California Insurance License
California Department of Insurance -
Florida Insurance License
Florida Office of Insurance Regulation -
Nevada Insurance License
Nevada Division of Insurance -
Ohio Insurance License
Ohio Department of Insurance
Experience
-
Moore Wealth Management
-
United States
-
Financial Services
-
1 - 100 Employee
-
CEO/Financial Advisor
-
Feb 2013 - Present
Built on honesty, integrity and personal service, Moore Wealth Management is looking to partner with you, helping you reach your financial potential. Our goal is to create a comprehensive retirement strategy that utilizes investments, insurance, risk management, tax and estate planning. We understand that there is no "one-size-fits-all" approach, which is why every client gets our undivided attention - from planning to execution to follow-up. You've worked hard getting yourself to retirement; it's our job to help you sustain and enjoy it. Retirement Planning Business Planning Income Strategies Social Security Maximization Estate Planning Asset Management 401(k) / IRA Management Alternative Investments Medicare Insurance Options Long Term Care Solutions Life Insurance Analysis Licensed in California, Arizona, Washington, Nevada, Florida & Ohio Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser. Show less
-
-
-
American Family Insurance
-
United States
-
Insurance
-
700 & Above Employee
-
Agency Owner
-
Apr 2010 - Jan 2013
Multi-line Insurance and Investment Agency Life Insurance & Annuities Auto & Home Insurance Business & Farm Insurance Multi-line Insurance and Investment Agency Life Insurance & Annuities Auto & Home Insurance Business & Farm Insurance
-
-
-
Kemper Investors Life Insurance Company
-
Bellevue, WA
-
Sales Manager
-
Feb 2008 - Jun 2009
Managed and trained agents on employee benefit programs Managed and trained agents on employee benefit programs
-
-
-
Jewell's Insurance & Financial Services, Inc.
-
Yakima, Washington Area
-
Agency Owner
-
Jan 2003 - Jan 2008
Multi-line Insurance & Investment Agency with multiple insurance carriers. Auto & Home Insurance Life Insurance & Annuities Business Insurance: Employee Benefits, Cancer, Accident, Disability Health Insurance: Major Medical, Medicare Supplements, Long Term Care Multi-line Insurance & Investment Agency with multiple insurance carriers. Auto & Home Insurance Life Insurance & Annuities Business Insurance: Employee Benefits, Cancer, Accident, Disability Health Insurance: Major Medical, Medicare Supplements, Long Term Care
-
-
-
McKinney's Northwest Insurance Service
-
Yakima, Washington Area
-
Office Manager/Agent
-
Sep 1998 - Jan 2003
Manage Health & Life Insurance Agency Major Medical, Medicare Supplement, Life Insurance, Annuities, Long Term Care Manage Health & Life Insurance Agency Major Medical, Medicare Supplement, Life Insurance, Annuities, Long Term Care
-
-
Education
-
Fullerton College
Business Administration and Management, General -
1994 - 1998
Dwight D Eisenhower High School
High School Diploma -
Yakima Valley College
Business Administration and Management, General
Community
